AI Reconciliation
Bank reconciliation arrives drafted. AI learns your coding patterns and pre-codes the routine lines, flags the exceptions, and presents the batch for your review. You approve it - nothing is committed without you.
What AI Reconciliation does
Draft Transaction Matching
AI proposes matches and coding for each transaction based on learned patterns and historical data. You review and approve the batch.
Coding Suggestions
Suggests categories and coding based on transaction description, amount patterns, and context - presented for your verification.
Highlight Exceptions
Flags unusual transactions, duplicates, missing entries, and anomalies for your review. You decide the treatment.
Pattern Recognition
Learns from the corrections you make, so subsequent drafts line up more closely with how your practice codes.
Batch Approval
Review the AI suggestions and approve a batch of transactions once you are satisfied with them.
Learns From You
Your corrections teach the AI - drafts improve over time as it learns your preferences. The judgement stays yours.
How it works
Import Bank Statements
Upload bank statements in any format—CSV, PDF, Excel, or connect direct bank feeds. MyLedger handles them all.
AI Analyses & Suggests
AI analyses each transaction, applies learned patterns, and suggests categorisations with confidence scores.
Review Exceptions
Exceptions are surfaced first so you can work through them. The AI's coding on every other line is still yours to approve - nothing is committed without you.
Approve & Export
Approve the suggested categorisations once you are satisfied. Export the reconciled ledger ready for financial statements.
Outcomes you'll see
Coding arrives drafted; you approve it
Unusual items surfaced for your judgement
Nothing is posted until you approve it